Purchases and Sales Made in Q4 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 2023. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 7.33% |
$66.9K - $87.3K
|
21.9K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 0.92% |
$67.1K - $87.6K
|
188K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.74K- 0.68% |
$67.4K - $88K
|
253K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.75K- 4.52% |
$67.8K - $88.5K
|
37K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 7.88% |
$67.9K - $88.7K
|
20.5K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.76K- 14.76% |
$68K - $88.8K
|
10.2K
$722K
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.78K- 0.44% |
$68.6K - $89.7K
|
401K
$28.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 14.23% |
$68.7K - $89.8K
|
10.7K
$761K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.79K- 14.88% |
$69.3K - $90.5K
|
10.2K
$729K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.8K- 7.51% |
$69.5K - $90.7K
|
22.1K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.8K- 6.22% |
$69.5K - $90.8K
|
27.1K
$1.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.82K- 12.32% |
$70.5K - $92K
|
13K
$922K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.84K- 1.86% |
$71K - $92.7K
|
96.7K
$6.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.84K- 17.77% |
$71.2K - $93K
|
8.53K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.86K- 27.45% |
$71.9K - $93.9K
|
4.92K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.91K- 12.49% |
$73.7K - $96.3K
|
13.4K
$950K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.91K- 29.14% |
$73.8K - $96.4K
|
4.64K
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.92K- 1.12% |
$74.3K - $97K
|
169K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.94K- 3.49% |
$75.1K - $98K
|
53.7K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-1.95K- 4.89% |
$75.4K - $98.4K
|
37.9K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.96K- 22.05% |
$75.8K - $99K
|
6.93K
$493K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.97K- 24.32% |
$76.1K - $99.4K
|
6.12K
$435K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.97K- 7.95% |
$76.2K - $99.5K
|
22.8K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.97K- 32.85% |
$76.2K - $99.6K
|
4.03K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.98K- 1.22% |
$76.6K - $100K
|
161K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.99K- 2.15% |
$77.1K - $101K
|
90.6K
$6.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2K- 27.61% |
$77.3K - $101K
|
5.24K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2K- 22.04% |
$77.3K - $101K
|
7.08K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2K- 22.66% |
$77.3K - $101K
|
6.83K
$485K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.01K- 26.02% |
$77.6K - $101K
|
5.71K
$406K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-2.02K- 1.03% |
$78.1K - $102K
|
194K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.05K- 6.28% |
$79.3K - $104K
|
30.6K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.06K- 6.66% |
$79.8K - $104K
|
28.9K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.07K- 23.63% |
$80.2K - $105K
|
6.7K
$477K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.08K- 14.9% |
$80.3K - $105K
|
11.9K
$843K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.08K- 26.77% |
$80.5K - $105K
|
5.7K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 9.83% |
$82K - $107K
|
19.4K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.13K- 13.5% |
$82.3K - $107K
|
13.6K
$970K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.14K- 0.86% |
$82.6K - $108K
|
246K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.14K- 31.0% |
$82.7K - $108K
|
4.76K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.16K- 26.69% |
$83.4K - $109K
|
5.93K
$421K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.21K- 3.0% |
$85.5K - $112K
|
71.5K
$5.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.22K- 52.59% |
$85.8K - $112K
|
2K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.22K- 31.36% |
$86K - $112K
|
4.87K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-2.23K- 1.66% |
$86.4K - $113K
|
132K
$9.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 21.76% |
$87K - $114K
|
8.09K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
SELL
|
- |
-2.27K- 0.37% |
$87.6K - $114K
|
607K
$43.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.27K- 95.62% |
$87.8K - $115K
|
104
$7.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.29K- 51.43% |
$88.4K - $115K
|
2.16K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.31K- 24.55% |
$89.2K - $117K
|
7.09K
$504K
|